Pinestar Capital Advisors LLC

RIASEC Registered
Total AUM
$1.7M
Discretionary
$1.7M
100% of AUM
Avg account
$131K
Accounts
13
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
323216
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Pinestar Capital Advisors LLC is a small, independent registered investment adviser that focuses its portfolio activity on public equities while offering advisory services that extend beyond traditional portfolio management. The firm provides financial planning, portfolio management for individuals and small businesses, and produces periodic publications or newsletters. Its fee structure is flexible, combining percentage-of-AUM fees with hourly and fixed-fee arrangements, which supports working with clients across a range of engagement styles. Investment activity is heavily weighted toward exchange-traded equities, suggesting a preference for liquid, publicly traded securities. At the same time, the firm lists allocations to a broad set of alternative strategies through third‑party managers, indicating it can supplement public-market exposure with non-traditional sources of return and diversification. Pinestar Capital does not identify itself as an active ESG investor and is classified as an independent RIA with an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 12%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents12%

Owners & executives

1 of 1
  • Alexander Bowers

    Alexander Bowers

    Chief Compliance OfficerCRD 6264572

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth